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Established in 1990, Caldwell Investment Management Ltd (Caldwell) provides investment management services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and private family accounts. Caldwell originates and structures investment vehicles and provides portfolio and risk management services, including discretionary investment management and asset allocation services, monitors portfolios for compliance with investment mandates and regulatory compliance and provides reporting to investors and clients in, including financial performance and reporting for income tax purposes. The integrity and depth of experience of its people are Caldwells most valuable asset. Caldwell Investment Management...
Mutual funds,investment management,investment strategies,financial services,investment,caldwell-lazard coreplus infrastructure,canadian value momentum,u.s. dividend advantage,caldwell north american,tactical sovereign bond ,fund,and funds
Caldwell investment management ltd operates in the Financial services industry.
Caldwell investment management ltd's revenue is 11m - 100m
Caldwell investment management ltd has 11 - 50 employees.
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